Benchmarks · New Mexico · $1B–$5B AUM
What is a $1–5B RIA worth in New Mexico?
2 RIAs serving individuals in New Mexico have $1B–$5B of AUM on file.
At the largest size the Sica Fletcher SCF Index publishes (about $5B of AUM, $50M of revenue or $25M of EBITDA), practices have traded at 1.9–2.3% of AUM, 3.2–4.0× revenue and 7.0–8.1× EBITDA.
Too few firms for percentiles. See all $1B–$5B firms.
Retirement plans in New Mexico
For advisors who serve plans.
Defined-contribution plans' Form 5500 filings, filing year 2024. A percentile is a position in this group of plans, never a judgement on any one plan's fees.
Plan filings
315
Nationally 93,209
Median participants
91
Nationally 121
Median service-provider pay
$49K
Schedule C, 145 plans reported it
Nationally $57K
Form 5500 via 5500mcp.ai · refreshed 3 Sep 2026
New Mexico at other sizes
- Under $100M in New Mexico0 firms
- $100M–$250M in New Mexico13 firms
- $250M–$500M in New Mexico3 firms
- $500M–$1B in New Mexico3 firms
- $5B and up in New Mexico1 firms
$1B–$5B next door
- $1B–$5B in Texas110 firms
- $1B–$5B in Colorado32 firms
- $1B–$5B in Arizona24 firms
- $1B–$5B in Oklahoma8 firms
Get your firm's number in Claude.
Seven methods on your own figures, with the range and the source of every input.
Sources: U.S. SEC Form ADV, via advmcp.ai, as of 3 Nov 2026 · U.S. Department of Labor Form 5500, via 5500mcp.ai, refreshed 3 Sep 2026 · Sica Fletcher, RIA Valuation Multiples (SCF Index), 2024 edition · CT Acquisitions — RIA and Wealth Management M&A Multiples 2026, Jul 2026